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Outlook Customer Manager

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Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Andoid ability to use Outlook Customer Manager

    The ability to use Outlook customer Manager on your phone is crucial in a mobile environment.

    96 votes
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      7 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    • Enable Outlook for Mac Customer Manager to have full functionality.

      Enable Outlook for Mac Customer Manager to have full functionality.

      214 votes
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        36 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow Customization or Renaming of things like "Company" to "Accounts".

        Please allow the ability to customize the names of major categories. For example: "Deal" to "Policy" and "Company" to "Account". This was OCM can be used for a broader variety of businesses. My business doesn't offer "deals", but I'm using that category to keep track of policy information.

        30 votes
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          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • Please can you include outgoing emails in the contact record, at present the contact record only has incoming emails

          Include the outgoing and incoming emails for a contact in the contact level OCM record. At present only the incoming emails are included in the contact record - you have to go to the company record to see connected outgoing emails. Of course a company record could have many contact associated with it, so having outgoing emails only in this view makes little sense to me.

          53 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Multiple Groups (Subdevisions)

            Allow for multiple groups of OCM data. useful for subdevisions or companies split into multiple organizational units.

            10 votes
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              0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
            • Universal Deal

              Please allow the creation of an optional UNIVERSAL Deal. A deal that can be linked to more than one contact or company.

              For example: I have 100 Contacts and/or Companies that all use the EXACT same deal. Rather than having to re-create that same deal 100 times, allow it to be linked to be a universal or shared deal.

              20 votes
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                0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
              • Sharing of timeline information

                When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.

                118 votes
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                  19 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Add support for Office 365 E3 and E5 tenants (as well as E1 and E2)

                  We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

                  2,074 votes
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                    366 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automatically share the full time line of shared contacts.

                    My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

                    139 votes
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                      Working on it  ·  19 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                    • Anmdroid App

                      Android App for Outlook contacts manager

                      118 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to set default value to YES for sharing contacts and deals

                        When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

                        201 votes
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                          16 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                        • Major bug in saving information.

                          There is no way to save a Company, Contact or Task. The Create, Save button is grayed out?

                          7 votes
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                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • Syncronize with local Outlook contacts

                            It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

                            129 votes
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                              4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                            • Contacts

                              add a 'title' field to the contacts

                              17 votes
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                                1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                              • Sort and change columns order on deals list

                                Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

                                88 votes
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                                  7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Keep exact time of Auto phone log after editing subject of phone call

                                  When logged calls are edited, the exact time of the call is lost and you can only choose from 30 minute intervals. The time defaults to 12 AM and the exact time of call is lost.

                                  13 votes
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                                    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 41 votes
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                                      1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Scan business card from the mobile app

                                      The obvious feature missing from the OCM mobile app is to snap a photo of a business card and it gets stored as a contact in OCM.

                                      8 votes
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                                        0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow multi-select of contacts and then allow setting all selected contacts to Shared status

                                        There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

                                        Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

                                        60 votes
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                                          6 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add Job Title field in contacts

                                          Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

                                          106 votes
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                                            10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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